Asset Organization
Track all your financial accounts in one place. From retirement funds to everyday checking, see your complete financial picture.
Supported Account Types
- 401(k) and employer retirement plans
- Traditional IRA and Roth IRA
- 529 college savings plans
- Health Savings Accounts (HSA)
- Brokerage and investment accounts
- Savings and checking accounts
- Real estate and property
- Business accounts
Personal vs Business
Our dual-mode system lets you organize accounts as personal or business. Switch between modes with one click. Keep finances separate but accessible.
Track Values Over Time
See how your assets grow. View historical charts and understand your wealth trajectory. Make informed decisions based on real data.